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SDVYSDVY
Showing 8 of 19 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in FIRST TR EXCHANGE TRADED FD

Baird Financial Group, Inc. holds 1.8M shares of SDVY (FIRST TR EXCHANGE TRADED FD), worth $75.9M as of 2026-Q2. The position was increased (+4.2% shares). SDVY represents 0.1% of Baird Financial Group, Inc.'s portfolio.

Current Value

$75.9M

Current Shares

1.8M

Total Value Change

+$35.8M

Total Shares Change

+655,751

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+4.2%
$75.9M0.1%$43.14
37
2026-Q1
Increased
1.7M
+18.2%
$66.6M0.1%$39.35
41
2025-Q4
Increased
1.4M
+2.9%
$54.8M0.1%$38.15
30
2025-Q3
Increased
1.4M
+6.3%
$52.8M0.1%$37.72
31
2025-Q2
Decreased
1.3M
-12.9%
$46.1M0.1%$34.92
0
2025-Q1
Increased
1.5M
+18.2%
$50.2M0.1%$33.04
34
2024-Q4
Increased
1.3M
+14.8%
$45.5M0.1%$35.20
33
2024-Q3
Increased
1.1M
+37.3%
$40.2M0.1%$35.55
38

Other major holders of SDVY: LPL Financial LLC

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